Carr Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Carr Financial Group’s Portfolio VCSH Stock Details VCSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.9M	Sell	23,908 -48	-0.2%	-$3.83K	0.5%	41
2025 Q4	$1.91M	Sell	23,956 -1,437	-6%	-$115K	0.51%	39
2025 Q3	$2.03M	Buy	25,393 +184	+0.7%	+$14.6K	0.56%	39
2025 Q2	$2M	Buy	25,209 +1,976	+9%	+$156K	0.59%	33
2025 Q1	$1.83M	Buy	23,233 +4,137	+22%	+$324K	0.6%	33
2024 Q4	$1.49M	Buy	19,096 +246	+1%	+$19.3K	0.46%	44
2024 Q3	$1.5M	Buy	18,850 +3,157	+20%	+$248K	0.44%	44
2024 Q2	$1.21M	Buy	15,693 +48	+0.3%	+$3.69K	0.39%	49
2024 Q1	$1.21M	Hold	15,645	–	–	0.4%	51
2023 Q4	$1.21M	Hold	15,645	–	–	0.45%	44
2023 Q3	$1.18M	Sell	15,645 -181	-1%	-$13.7K	0.47%	38
2023 Q2	$1.2M	Sell	15,826 -2,827	-15%	-$215K	0.48%	38
2023 Q1	$1.42M	Sell	18,653 -2,345	-11%	-$178K	0.63%	31
2022 Q4	$1.58M	Buy	+20,998	New	+$1.57M	0.83%	27

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Carr Financial Group's VCSH Position: Q1 2026 in Review

Carr Financial Group reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.2% in Q1 2026, selling an estimated $3.83K and leaving 23,908 shares worth $1.9M. The position accounts for 0.5% of the portfolio, ranked #41.

Carr Financial Group first reported a position in VCSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.03M in Q3 2025. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

Carr Financial Group held 23,908 shares of Vanguard Short-Term Corporate Bond ETF worth $1.9M as of Q1 2026.
Carr Financial Group sold 48 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $3.83K.
Vanguard Short-Term Corporate Bond ETF made up 0.5% of Carr Financial Group's portfolio in Q1 2026, its #41 holding.
Carr Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Carr Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $2.03M in Q3 2025.
1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.